Madson Wealth Advisors »

iShares Lehman MBS Bond Fund shares owned by Madson Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman MBS Bond Fund (MBB) shares owned by Madson Wealth Advisors from 13F filings

Historical chart of Madson Wealth Advisors investment in iShares Lehman MBS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman MBS Bond Fund held by Madson Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Lehman MBS Bond Fund by Madson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 13k 94.95

More positions owned by Madson Wealth Advisors

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Madson Wealth Advisors

Top funds holding iShares Lehman MBS Bond Fund

Bank of America Corporation
Envestnet Asset Management
LPL Financial
UBS Group
TIAA Wealth Investment Management
Ameriprise Financial
Morgan Stanley
Tiaa-cref Individual & Institutional Services
Branch Banking & Trust Company
Barclays
Ubs Global Asset Management Americas
Renaissancere Holdings
Stifel Financial
Bank Of Montreal
Hanson McClain Advisors

View all funds holding iShares Lehman MBS Bond Fund